HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.66M
3
+$264K
4
ADBE icon
Adobe
ADBE
+$235K
5
PGR icon
Progressive
PGR
+$234K

Top Sells

1
+$6.81M
2
+$6.57M
3
+$6.12M
4
SPG icon
Simon Property Group
SPG
+$4.07M
5
RTX icon
RTX Corp
RTX
+$307K

Sector Composition

1 Financials 22.29%
2 Technology 19.26%
3 Healthcare 14.66%
4 Communication Services 13.56%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.57%
60,710
-529
27
$3.47M 1.08%
28,019
-138
28
$3.43M 1.07%
132,860
-5,566
29
$2.36M 0.73%
26,430
-652
30
$2.03M 0.63%
17,008
+13
31
$1.89M 0.59%
10,291
-210
32
$1.51M 0.47%
48,736
-4,532
33
$1.48M 0.46%
10,536
+103
34
$1.39M 0.43%
5,932
-602
35
$969K 0.3%
5,734
36
$877K 0.27%
7,315
37
$588K 0.18%
1,908
-547
38
$574K 0.18%
9,804
39
$552K 0.17%
2,595
+7
40
$542K 0.17%
4,695
+8
41
$540K 0.17%
3,438
42
$523K 0.16%
8,501
-4,991
43
$519K 0.16%
3,926
44
$497K 0.15%
1,638
45
$490K 0.15%
12,692
46
$485K 0.15%
5,161
+27
47
$470K 0.15%
5,379
48
$443K 0.14%
7,136
49
$405K 0.13%
3,772
50
$395K 0.12%
2,860
1
2
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